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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.35 | 7.72 | 10.55 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 7.68 | 10.35 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Bonus | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
CRISIL Low Duration Debt Index |
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Low Duration Fund | 7.79% | 6.62% | 2.45% |
Nippon India Low Duration Fund | 8.03% | 6.86% | 6.68% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Debt
Others
Holdings
8.70 %
Holdings
8.21 %
Holdings
6.55 %
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 13,801.66 Cr.
Killol Pandya
AUM: ₹3,743.61 Cr.
|
Exp: 12yrs
Naghma Khoja
AUM: ₹3,743.61 Cr.
|
Exp: 5yrs
Ruchi Fozdar
AUM: ₹13,801.66 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%